Chokshi & Queen Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.13M	Buy	8,918 +161	+2%	+$56.5K	1.79%	11
2025 Q1	$2.78M	Sell	8,757 -70	-0.8%	-$22.2K	1.7%	11
2024 Q4	$2.95M	Buy	+8,827	New	+$2.95M	1.83%	11